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Nicolet Advisory Services’s Oracle ORCL Stock Holding History

Nicolet Advisory Services’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.73M Buy
18,208
+1,176
+7% +$280K 0.25% 56
2025
Q3 		$4.84M Buy
17,032
+1,287
+8% +$328K 0.38% 42
2025
Q2 		$3.85M Sell
15,745
-423
-3% -$68.3K 0.33% 45
2025
Q1 		$2.16M Sell
16,168
-333
-2% -$54.2K 0.21% 57
2024
Q4 		$2.55M Buy
16,501
+76
+0.5% +$13.5K 0.23% 55
2024
Q3 		$2.74M Sell
16,425
-929
-5% -$135K 0.26% 54
2024
Q2 		$2.47M Sell
17,354
-587
-3% -$72.9K 0.24% 54
2024
Q1 		$2.21M Buy
17,941
+1,089
+6% +$125K 0.22% 54
2023
Q4 		$1.73M Sell
16,852
-248
-1% -$27.1K 0.19% 66
2023
Q3 		$1.83M Buy
17,100
+1,019
+6% +$118K 0.2% 63
2023
Q2 		$1.86M Buy
16,081
+2,702
+20% +$279K 0.2% 61
2023
Q1 		$1.28M Buy
13,379
+4,540
+51% +$398K 0.15% 76
2022
Q4 		$783K Buy
8,839
+520
+6% +$39.5K 0.1% 97
2022
Q3 		$521K Sell
8,319
-401
-5% -$29.4K 0.09% 94
2022
Q2 		$626K Buy
8,720
+1
+0% +$73 0.09% 87
2022
Q1 		$706K Sell
8,719
-895
-9% -$72.5K 0.09% 82
2021
Q4 		$838K Buy
9,614
+31
+0.3% +$2.91K 0.1% 77
2021
Q3 		$835K Sell
9,583
-63
-0.7% -$5.57K 0.11% 80
2021
Q2 		$751K Sell
9,646
-33
-0.3% -$2.58K 0.1% 81
2021
Q1 		$679K Buy
9,679
+42
+0.4% +$2.72K 0.1% 85
2020
Q4 		$623K Sell
9,637
-250
-3% -$14.9K 0.09% 84
2020
Q3 		$590K Sell
9,887
-7,122
-42% -$405K 0.09% 84
2020
Q2 		$940K Buy
17,009
+179
+1% +$9.48K 0.14% 74
2020
Q1 		$813K Buy
16,830
+7,518
+81% +$388K 0.14% 82
2019
Q4 		$493K Buy
9,312
+305
+3% +$16.8K 0.08% 102
2019
Q3 		$496K Sell
9,007
-147
-2% -$8.12K 0.08% 95
2019
Q2 		$522K Buy
9,154
+47
+0.5% +$2.54K 0.08% 83
2019
Q1 		$489K Buy
+9,107
New +$464K 0.08% 83

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nicolet Advisory Services's ORCL Position: Q4 2025 in Review

Nicolet Advisory Services increased its Oracle (ORCL) stake by 6.9% in Q4 2025, buying an estimated $280K and bringing the position to 18,208 shares worth $3.73M. The position accounts for 0.25% of the portfolio, ranked #56.

Nicolet Advisory Services first reported a position in ORCL in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.84M in Q3 2025. 3,776 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Nicolet Advisory Services held 18,208 shares of Oracle worth $3.73M as of Q4 2025.
  • Nicolet Advisory Services bought 1,176 Oracle shares in Q4 2025, an estimated $280K.
  • Oracle made up 0.25% of Nicolet Advisory Services's portfolio in Q4 2025, its #56 holding.
  • Nicolet Advisory Services first reported a position in Oracle in Q1 2019 and has held it in 28 quarters since.
  • Nicolet Advisory Services's Oracle position peaked at $4.84M in Q3 2025.
  • 3,776 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.